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Column Capital Advisors’s Bank OZK OZK Stock Holding History

Column Capital Advisors’s Portfolio OZK Stock Details OZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$11.3K Hold
305
– – ﹤0.01% 506
2023
Q2 		$12.2K Hold
305
– – ﹤0.01% 504
2023
Q1 		$10.4K Hold
305
– – ﹤0.01% 546
2022
Q4 		$12.2K Buy
+305
New +$13.1K ﹤0.01% 487

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Column Capital Advisors's OZK Position: Q3 2023 in Review

Column Capital Advisors held its Bank OZK (OZK) position steady in Q3 2023 at 305 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Column Capital Advisors first reported a position in OZK in Q4 2022 and has held it in 4 quarters since. The position peaked at $12.2K in Q2 2023. 383 funds tracked by Wall St. Rank hold OZK as of Q3 2023.

  • Column Capital Advisors held 305 shares of Bank OZK worth $11.3K as of Q3 2023.
  • Column Capital Advisors left its Bank OZK share count unchanged in Q3 2023.
  • Bank OZK made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #506 holding.
  • Column Capital Advisors first reported a position in Bank OZK in Q4 2022 and has held it in 4 quarters since.
  • Column Capital Advisors's Bank OZK position peaked at $12.2K in Q2 2023.
  • 383 funds tracked by Wall St. Rank held Bank OZK as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.